Fannie Mae (QB) (FNMAT) Quote

Here we are on the cusp of the Monsta $FMCC~ $FNMA~ Gains we've all been waiting for doin da Heebie Jeebie Dance, 😃😄😁😆😅😂!

This is DUE DILIGENCE! Thank you Free Fannie.

https://x.com/freefannie/status/1878655047715991552?s=46&t=2Y42DPZFgRdwTBHj5W8jMQ

Oh noooooo.....

Sorry Rick, maybe read the laws first. If The GSEs go into receivership, the Director of FHFA must create a limited life regulated entity which must immediately succed to the existing charter acts. So 2 brand new shiny GSEs with no capital, because Treasury stole it all. Receivership would be the biggest financial FUBAR in history. Economic chaos. Recievership is not an option.   No big banks get the business. So stop advocating or accepting for treasury to dilute our shares through illegal warrants. Fight! Fight! Fight!

We will see. But yes news will move the pps positive or negative.
The Gaps will fill until then.

I literally have no idea about whatever 11k document could he hiding something but my question is at what point does that stuff ever become public! Doesn't presidential privilege ever expire? At what point do our elected officials actually have to show their hands? Feels disingenuous to have any piece of the gov go on behind a wall of secrecy. Just a curiosity question.

Rick, please stop man! Have you paid any attention at all to our friend Barron concerning the government violation of Congressional Law? If the warrants are exercised it will be in violation of Federal Statutes passed by Congress. Let’s talk about the Law. And what’s actually legal.

FEDERAL STATUTES

The Charter Act, and the Federal Housing Enterprises Financial Safety and Soundness act of 1992 (FHEFSSA); Both as amended by the HOUSING AND ECONOMIC RECOVERY ACT OF 2008, (HERA). The Charter Acts are Fannie Mae and Freddie Mac's enabling statutes. FHEFSSA and HERA are regulatory statutes, governing the companies' regulators. All are laws passed by Congress.

Reddit RonFNMA:

I agree the Government will exercise its warrants as part of a comprehensive plan to end the conservatorship. And ending the conservatorship IS following the law(HERA). After the GSE’s were placed in conservatorship, HERA provides for two and only two options:
1. ?Receivership.. wind them down and turn all their business over to the TBTF banks.2. ?Terminate the conservatorship and put the companies back where they were prior to 2008
So Trump isn’t breaking the law by ending the conservatorship, he’d actually following it. One can argue that continuing the status quo is contrary to the intent of HERA.

Some travelers here want it to drop some so that they can accumulate more. Like the last ten years wasn’t enough time. GLTA!!!!

This is a least a ten dollar stock regardless of negative commentary opinions from the fake news outlets.

No gaps, no charts and no fundamentals have any thing to do with the stock price right now. You’re better off reading tea leaves. The only thing that will move the price is News. News of nominations and News on release. That is it. Until we are out of CShip, anything to do with pricing a stock is BS.

Anyone see the new Barons article on Bill Ackman and his Fannie Mae Holdings? There's a paywall..

That's why I saw $11 for Friday in my previous post with just the Ackman date. Thx for that update Navy.
I think the question to Bessent will come because of the Thompson resignation.

Regardless of what he says or doesn’t say he will follow whatever Trump tells him to do with respect to Fannie Mae.

That is a given.

But If Bessent doesn't say he is in favor of privatization, will we need to suit up in Diving Gear? OOH NOOO!
The Rug Pulled out from under us again...NOOO!

GSEs getting lots of Media / articles

Thurs - Ackman Spaces & Bessent hearing

next week shaping up bigly GREEN !!!

Everyone here seems to be ignoring the Senate confirmation hearing for Bessent this Thursday January 16. This is a huge ordeal probably even bigger than the Ackman presentation. For sure some senators will ask about the GSEs. If Bessent says he is in favor of privatization we will move up yugely yuge bigly big.

There are 76 pages you will be pleased

I don't know, a short attack or sell off as soon as the timeline for privatization is announced? How much it drops is anyone's guess but I hope you're right and we won't see it drop below $4. I'm tired of seeing this stock see-saw or manipulated just like anyone else.

Another brilliant thread by Fiderer:

https://x.com/ny1david/status/1878574151692075048?s=46&t=2Y42DPZFgRdwTBHj5W8jMQ

Ok I see what you mean.

Don’t see any harm in it! I’m praying for 10Fiddy by Friday maybe even selvan!

Is it OK to pray for "back up we go"?

I understand what you’re saying but the GAP always fills w Fannie/Freddie. It has always since I’ve been in it (12+ yrs). If we can get off OTC the MM’s will not have so much control over the pps . Just my opinion

I would like to buy some more shares before Thursday at a cheaper price.

How can there be an IPO on a stock that is already public? And can you explain to me how the Governments stake will be worth $300 billion?

Ackman presentation time change now 9 am January 16.

https://twitter.com/i/spaces/1ynKODZgQqvGR

This has a very good chance of getting done in the 1st 100 days. FnF is low hanging fruit. 47 doesn’t need anyone’s permission or input. He will own the Treasurer and FHFA, either hesitate on his orders, they’re gone.

Why would it do that? It did not fill the gap 3 times in the last 5 trading days.

Hopefully fills gap early tomorrow and back up we go.

You ask what "could" the government do...

well... the courts have said they can do anything they want...

The could convert jps into 5trillion shares of common... or sps into 100trillion shares of common

Then use the warrants and dilute current commons and jps into 1/10000ths of percent of the entities...

Then they could do a reverse split and sell shares to the public...

They really have a limitless range of possibilities...

however,

just because they can doesn't mean the would or should.

They just as easily could cancel the warrants and deem the sps redeemed...

And look at what they already have taken.

They could... do anything.

Ackman believes a second Trump administration would pick up where these reforms left off. He estimates that a successful exit could yield an additional $300 billion in profits for the government while removing $8 trillion in liabilities from its balance sheet. Furthermore, Ackman projects that the GSEs’ initial public offerings (IPOs) in late 2026 could price shares at around $31, with valuations reaching $34 per share by 2028. This represents potential gains of 679% for Fannie Mae and 705% for Freddie Mac as of Monday’s close.

https://m.investing.com/analysis/bill-ackmans-bold-case-for-fannie-mae-and-freddie-mac-200656008?ampMode=1

What is the catalyst for this to drop to $1 again? Unless this somehow gets pushed out to NEVER again it won’t drop that low. Why do you think we’d even revisit $3 at this rate? I’m not going to worry until trump is in office and whoever he picks as Fhfa head says we can’t do it or if Bessent starts acting funny about it.

People here are getting too ahead of themselves though. This won’t be done in first 100 days. This likely will be a process through 2026 which means there will be up and down days. I would be surprised if we dip below $4 though.

Huge week coming up with Ackman and next week Trump🚀🚀🚀🚀🚀

Question is will Hopefully Investor be eat Raman or birds nest soup? Only Confucius know for sure.

Hopeful investors need daily price predictions from #1 respected trader again for next week 

Gap up and run tomorrow morning?

TANK US? TANK US?
OOH NOOO !

You mean we might not
be Left on a Curb, Chirpin'
for Scraps after all?

Legendary Investor Bill Ackman Likes These 2 Stocks. Should You?

Ebube Jones - Barchart - Sun Jan 12

https://www.barchart.com/story/news/30402823/legendary-investor-bill-ackman-likes-these-2-stocks-should-you

Billionaire hedge fund manager Bill Ackman has reignited interest in two government-sponsored enterprises (GSEs): Fannie Mae (FNMA) and Freddie Mac (FMCC). The two companies have seen remarkable market performance with his bold claim that these mortgage giants have “large asymmetric upside.” His recent social media post on X caused both stocks to jump above 50%.

These gains come as big changes are happening in the mortgage market, along with growing interest in President-elect Donald Trump’s second term. Many analysts believe Trump could speed up the privatization of these companies.

On Jan. 3, 2025, the U.S. Treasury Department and Federal Housing Finance Agency (FHFA) unveiled a roadmap that outlined how privatization could work.

Ackman predicts that Fannie Mae and Freddie Mac stocks could reach approximately $34 per share by their anticipated IPOs in late 2026. This outlook comes as mortgage rates hover around 6.93%, presenting challenges for housing affordability and financing. Meanwhile, the Federal Reserve cut interest rates three times in 2024, lowering the federal funds rate to 4.25%-4.5% for 2025.

Let’s examine FNMA and FMCC more closely to determine whether following legendary investor Bill Ackman’s bold bet is worth it.

Fannie Mae
Fannie Mae (FNMA), created in 1938, plays a key role in the U.S. housing market by helping keep money flowing for mortgage loans. Instead of offering loans directly, the company buys them from lenders, bundles them into mortgage-backed securities (MBS), and sells them to investors around the world.

The stock has been on an incredible upward trend, jumping 51.83% in just the last five trading days and an eye-popping 290% over the past year.


www.barchart.com
This surge has pushed Fannie Mae’s market value to $28.58 billion. Its price-sales ratio is 0.99x, which is much lower than industry average and could mean the stock is undervalued. FNMA shares have been climbing since the U.S. Treasury and FHFA announced plans for its potential release from federal conservatorship.

Fannie Mae has also been busy with initiatives to expand affordable housing and promote inclusivity. It approved a program to support Native American lending and made updates to its Expanded Housing Choice initiative to help underserved markets.

Additionally, its 2025 Connecticut Avenue Securities Issuance Calendar, projecting $4 billion in CAS volume, highlights its effort to increase transparency and attract institutional investors.

Financially, Fannie Mae reported $4 billion in net income for the third quarter 2024, though this was down $440 million from Q2 due to lower fair value gains and reduced credit loss benefits. Its net worth hit $90.5 billion as of Sept. 30, 2024. During the quarter, it provided $106 billion in liquidity, financing 383,000 homes — 231,000 of which were single-family purchase loans (half for first-time buyers).

Multifamily housing also got a boost with 103,000 units financed, most of which were affordable for lower-income households. Revenue for the current quarter is estimated at $7.3 billion.

Despite these positives, analysts remain cautious about FNMA. The stock has a “Moderate Sell” rating. The mean price target of $1.75 signals significant downside from current levels, raising questions about whether its recent rally can be sustained.


www.barchart.com
Freddie Mac
Freddie Mac (FMCC), founded in 1970 as the Federal Home Loan Mortgage Corporation, plays a key role in the U.S. housing market by working in the secondary mortgage space. It buys mortgage loans from smaller banks and thrift institutions, bundles them into securities, and sells them to investors.

The stock has had a bullish run, jumping 51% in the past five trading days and an astonishing 520% over the past year.


www.barchart.com
Freddie Mac has a market value of $15.91 billion and a price-sales ratio of 0.81x, which is much lower than the industry average of 2.91x. This low valuation could mean the stock is undervalued, especially given Bill Ackman’s bullish view on its “large asymmetric upside.”

Freddie Mac’s financials are solid, with third-quarter 2024 net income reaching $3.1 billion — a 16% increase compared to the same period last year. Revenues climbed to $5.8 billion, up 3%, driven by a 5% rise in net interest income due to lower debt-related expenses and continued growth in its mortgage portfolio, which now stands at $3.5 trillion.

The company’s net worth has risen to $56 billion, supported by its strong operational performance and expanding portfolio. Revenue estimates for the current quarter are set at $5.02 billion.

The company has also made some notable moves recently that could support future growth. James Whitlinger was appointed CFO, bringing over three decades of financial expertise, while Jane E. Prokop joined the Board of Directors with a strong background in fintech and financial services.

Freddie Mac has also introduced new initiatives like CUSIP registration for ML-Deal offerings to improve market liquidity and partnered with FHLB Des Moines on the HeritageOne mortgage program to expand affordable housing options for Native American communities.

Still, analysts remain cautious about FMCC despite its strong performance. The general consensus is a “Moderate Sell,” with a mean price target of $3 representing potential downside from current levels.


www.barchart.com
Conclusion
Should you follow Bill Ackman into FNMA and FMCC? The stocks show potential, especially with their attractive valuations and strategic expansion into underserved markets. However, analyst skepticism and current market prices well above target levels suggest caution. For risk-tolerant investors betting on privatization under a potential Trump administration, these stocks might offer the
“asymmetric upside” Ackman sees. For others, waiting for more regulatory clarity might be prudent before taking a position.


On the date of publication, Ebube Jones did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

the dum dums who think he is not to be trusted or the ones who have criticized him for years, they are clueless. He relies on his reputation, thats how you gain trust by being trustworthy, and people trust him.

Selling would be a dumb move. Been here almost a decade, everything investors have been waiting on is starting to happen. 

I couldn't agree with you more..
I've been watching his moves for the last few years and he is a master influencer....

Thank you for your contributions.

Michael 

Wondering the same thing. Privatization won't happen until 2026 at the earliest even if Ackman's thesis is given the green light. I don't know if I should hold or sell and hope I can buy back in at $1, my average cost right now..?

Is Ackman DJT messenger on Thursday on what's ahead for FNMA? This way when Ackman cashes in on BILLIONS, at least the public/shareholders were warned before hand?

I wonder what the opening statement will be?

Good luck to all! 

You know how we latch on to timelines like "first 100 days" then talking heads come out with things like "not until 2028" and crap like that that tanks us.

Lots going on this week. Hoping it all swings our way after all these years. I'm getting old.

You said, " If he gives it the old "could take 2-3 years before any meaningful movement" then we're down from here."
OOH NOOOO!
You is SKEEERIN' and FEEERIN' Me

It will be interesting to see what the CBO presenters disclose at the Urban Institute Event on Tuesday. Can the UST ignore the CBO in their decision about whether or not to write off the SPS? Also - how does a recap go forward while the Lawsuits are still outstanding - wouldnt some time of settlement help the recap move forward sooner? Also waiting for news that investment banking firms have been hired again by FNMA and FMCC.

If you come across a post or a reply to a post by "FecalMatters" Think it could be someone sitting for a Long Time in Shelley admin purgatory, with one post a day and no emojis allowed. Even you with your bombastic & intolerant stance on almost everything could, (Should) understand. 😎